Import IBM Cloud Object Storage Data into the Power BI Service for Visualizations

Power BI transforms your company's data into rich visuals for you to collect and organize so you can focus on what matters to you. When paired with CData Connect Server, you get access to IBM Cloud Object Storage data for visualizations, dashboards, and more. This article shows how to use the CData Connect Server to generate an OData feed for IBM Cloud Object Storage, import IBM Cloud Object Storage data into Power BI and then create reports on IBM Cloud Object Storage data in the Power BI service.

NOTE: You can also use the on-premise data gateway and the SQL interface in Connect Server to connect to IBM Cloud Object Storage data in real-time (instead of importing the data). Read how in the related Knowledge Base article.

Create a Virtual SQL Database for IBM Cloud Object Storage Data

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Login to Connect Server and click Connections.
2. Select "IBM Cloud Object Storage" from Available Data Sources.
3. Enter the necessary authentication properties to connect to IBM Cloud Object Storage.

   Register a New Instance of Cloud Object Storage

   If you do not already have Cloud Object Storage in your IBM Cloud account, follow the procedure below to install an instance of SQL Query in your account:

   1. Log in to your IBM Cloud account.
   2. Navigate to the page, choose a name for your instance and click Create. You will be redirected to the instance of Cloud Object Storage you just created.

   Connecting using OAuth Authentication

   There are certain connection properties you need to set before you can connect. You can obtain these as follows:

   API Key

   To connect with IBM Cloud Object Storage, you need an API Key. You can obtain this as follows:

   1. Log in to your IBM Cloud account.
   2. Navigate to the Platform API Keys page.
   3. On the middle-right corner click "Create an IBM Cloud API Key" to create a new API Key.
   4. In the pop-up window, specify the API Key name and click "Create". Note the API Key as you can never access it again from the dashboard.

   Cloud Object Storage CRN

   If you have multiple accounts, you will need to specify the CloudObjectStorageCRN explicitly. To find the appropriate value, you can:

   • Query the Services view. This will list your IBM Cloud Object Storage instances along with the CRN for each.
   • Locate the CRN directly in IBM Cloud. To do so, navigate to your IBM Cloud Dashboard. In the Resource List, Under Storage, select your Cloud Object Storage resource to get its CRN.

   Connecting to Data

   You can now set the following to connect to data:

   • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
   • ApiKey: Set this to your API key which was noted during setup.
   • CloudObjectStorageCRN (Optional): Set this to the cloud object storage CRN you want to work with. While the connector attempts to retrieve this automatically, specifying this explicitly is recommended if you have more than Cloud Object Storage account.

   When you connect, the connector completes the OAuth process.

   1. Extracts the access token and authenticates requests.
   2. Saves OAuth values in OAuthSettingsLocation to be persisted across connections.
4. Click Save Changes
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

Connecting to Connect Server from Power BI

To import and visualize your IBM Cloud Object Storage data in the Power BI service, add a Connect Server API user, add IBM Cloud Object Storage OData endpoints in Connect Server, and create & publish a dataset from Power BI Desktop to the service.

Add a Connect Server User

Create a User to connect to IBM Cloud Object Storage from Power BI through Connect Server.

1. Click Users -> Add
2. Configure a User.
3. Click Save Changes and make note of the Authtoken for the new user.
4. Click Database and select the IBM Cloud Object Storage virtual database.
5. On the Privileges tab, add the newly created user (with at least SELECT permissions) and click Save Changes.

Publish a Dataset from Power BI Desktop

With the IBM Cloud Object Storage connection configured in Connect Server, you can create a dataset in Power BI desktop using SQL Server connectivity and publish the dataset to the Power BI service.

1. Open Power BI Desktop and click Get Data -> Other -> SQL Server and click "Connect"
2. Set Server to the address and port of your CData Connect instance (localhost:8033 by default) and set Database to the name of the virtual database you just created (IBMCloudObjectStorage1)
3. Use "Database" authentication, enter the credentials for a CData Connect user and click "Connect"
4. Select tables in the Navigator dialog
5. Click Load to import the data into Power BI
6. Define any relationships between the selected entities on the Relationships tab.
7. Click Publish (from the Home menu) and select a Workspace.

Build Reports and Dashboards on IBM Cloud Object Storage Data in the Power BI Service

Now that you have published a dataset to the Power BI service, you can create new reports and dashboards based on the published data:

1. Log in to PowerBI.com.
2. Click Workspaces and select a workspace.
3. Click Create and select Report.
4. Select the published dataset for the report.
5. Choose fields and visualizations to add to your report.

SQL Access to IBM Cloud Object Storage Data from Applications

Now you have a direct connection to live IBM Cloud Object Storage data from the Power BI service. You can create more data sources and new visualizations, build reports, and more — all without replicating IBM Cloud Object Storage data.

To get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your applications, see the CData Connect Server.